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FineMark National Bank & Trust’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

FineMark National Bank & Trust’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,550
Closed -$285K – 385
2019
Q2 		$285K Buy
+11,550
New +$282K 0.02% 302
2017
Q1 		– Sell
-1,058
Closed -$26K – 933
2016
Q4 		$26K Buy
+1,058
New +$26.2K ﹤0.01% 774
2016
Q3 		– Sell
-12,553
Closed -$313K – 1415
2016
Q2 		$313K Sell
12,553
-735
-6% -$18.2K 0.03% 265
2016
Q1 		$329K Sell
13,288
-2,560
-16% -$62.5K 0.04% 249
2015
Q4 		$383K Sell
15,848
-3,135
-17% -$76.3K 0.05% 232
2015
Q3 		$463K Sell
18,983
-180
-0.9% -$4.39K 0.06% 213
2015
Q2 		$471K Buy
19,163
+14,627
+322% +$359K 0.06% 226
2015
Q1 		$111K Buy
4,536
+2,560
+130% +$62.5K 0.02% 465
2014
Q4 		$48K Hold
1,976
– – 0.01% 678
2014
Q3 		$49K Buy
1,976
+80
+4% +$2K 0.01% 637
2014
Q2 		$48K Sell
1,896
-3,534
-65% -$88.7K 0.01% 646
2014
Q1 		$135K Buy
+5,430
New +$136K 0.03% 385
2013
Q3 		– Sell
-8,505
Closed -$211K – 1610
2013
Q2 		$211K Buy
+8,505
New +$215K 0.06% 267

Other funds holding TDTT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
HFA
HC Financial Advisors Lafayette, California $149M AUM 8.28% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's TDTT Position: Q3 2019 in Review

FineMark National Bank & Trust sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2019, closing a stake of 11,550 shares — an estimated $285K sold.

FineMark National Bank & Trust first reported a position in TDTT in Q2 2013 and held it in 13 quarters. The position peaked at $471K in Q2 2015. 68 funds tracked by Wall St. Rank hold TDTT as of Q3 2019.

  • FineMark National Bank & Trust reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2019 after selling out during the quarter.
  • FineMark National Bank & Trust sold 11,550 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2019, an estimated $285K.
  • FineMark National Bank & Trust first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2013 and held it in 13 quarters.
  • FineMark National Bank & Trust's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $471K in Q2 2015.
  • 68 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2019.

Based on FineMark National Bank & Trust's 13F filing for Q3 2019, filed 8 Nov 2019.